Site-wide Email Reminders allow you to easily configure emails that will be sent out to all programs in your site. They are useful for sending general messages to your users to remind them to log in and complete an action. This can include: notifying users of an upcoming deadline, reminding a user to get started on their application/tasks/assignments, or following-up with a user to accept their invitation to join a site.
NOTE: You can also set up Program Specific Email Reminders to send custom emails for each Program and to add additional conditions to who the emails send to.
Site-wide Email Reminders allow you to easily configure emails that will be sent out to all programs in your site. They are useful for sending general messages to your users to remind them to log in and complete an action.
To setup site-wide emails:
| Description | |
| Application stage deadline | Send an email to an applicant prior to a stage deadline if they have not yet submitted their application. Enable Send again if application not submitted to send a second email closer to the deadline |
| Task deadlines | Send an email to an applicant prior to a task deadline if they have not yet marked the task as complete within their application. Enable Send again if application not submitted to send a second email closer to the deadline This email will send out for all program applicant tasks that have a deadline set. |
| Application inactivity | Send an email to applicants if no data has been saved to an application after a period of time (i.e. applicant creates an application and does not work on their application for 5 days). Enable Repeat email reminder until the application stage is closed or application is submitted to continuously send the email. For example, every 5 days until the application is submitted. These emails will send out at 9 AM on your site's timezone. |
| Invitation inactivity | Send an email to applicants after they have been invited to a site and have not yet accepted the invitation. |
| Description | |
| Review stage deadline | Send an email to a reviewer prior to a stage deadline if they have not yet completed their review. Enable Send again if review assignments not completed, to send a second email closer to the deadline. |
| Review assignment inactivity | Send an email to a reviewer after no review data has been saved to their review assignments after a period of time (i.e. reviewer is assigned applications to review and does not work on their assignments for 5 days). Enable Repeat email reminder until the review stage is closed or review assignments have been completed to continuously send the email. For example, every 5 days until the review is complete. These emails will send out at 9 AM on your site's timezone. |
| Invitation inactivity | Send an email to reviewers after they have been invited to a site and have not yet accepted the invitation. |
| Description | |
| Recommendation deadline | Send an email to a recommender prior to their recommendation deadline if they have not yet submitted their recommendation. Enable Send again if recommendations not completed to send a second email closer to the deadline. |
| Recommendation task inactivity | Once a recommender has 'accepted' an applicant's request to provide a recommendation, send an email to the recommender if no data has been saved to the recommendation request after a period of time. Enable Repeat email reminder until recommendation has been completed to continuously send the email. For example, every 5 days until the recommendation is complete. These emails will send out at 9 AM on your site's timezone. |
| Invitation inactivity | Send an email to the recommender after they have been invited to a site and have not yet accepted the invitation. |
| Email | Description |
| Program Open Dates | Send an email to a site administrator before a program open date to remind them the program will be accepting applications shortly. Enable Send again to send a second email closer to the open date. |
| Program Close Dates | Send an email to a site administrator before a program close date to remind them the program is wrapping up and will no longer be accepting applications shortly. Enable Send again to send a second email closer to the close date. |
| Stage Open Dates | Send an email to a site administrator before any stage's open date within a program's workflow. Enable Send again to send a second email closer to the open date. |
| Stage Close Date | Send an email to a site administrator before any stage's close date within a program's workflow. Enable Send again to send a second email closer to the close date. |
| Invitation Inactivity | Send an email to a site administrator after they have been invited to a site and have not yet accepted the invitation. |